NEW JERSEY Florham Park: T: (973) 218-0500
SPECIALISTS
Stephanie M. Sherman
Director, Citrin Cooperman Advisors LLC
Experience
Stephanie M. Sherman is a tax director and has 15 years of experience in public accounting. She assists high net worth individuals working within the financial services industry with their individual, fiduciary, and gift tax compliance needs. She offers tax planning strategies to her clients that align with their specific goals.
Stephanie develops strong relationships with her clients’ financial advisors, family offices, and estate planning advisors, coordinating with them to provide seamless client service. Stephanie also has experience with Qualified Small Business Stock and cryptocurrency transactions.
Stephanie was a tax senior manager in the Individual Tax Practice at Untracht Early, which joined Citrin Cooperman in 2022. She joined Untracht Early in 2012 after being a part of the Private Client Advisor department at Deloitte Tax LLP.
CREDENTIALS
Education
Bachelor of Science in Accounting, Kean University – Magna Cum Laude
Master of Science in Accounting, University of Phoenix – Magna Cum Laude
Licenses
Certified Public Accountant in the state of New Jersey
Affiliations
Member, New Jersey Society of Certified Public Accountants (NJCPA)
WORK-LIFE BALANCE
Outside the Office
Stephanie enjoys spending time with her husband and being a mom of two wonderful boys as well as various arts and crafts to bring out her creative side.
Get in touch with Stephanie M. Sherman today.
Fill out the form below to get in direct contact with Stephanie M. Sherman and start your personalized consultation journey.
Make everyday count and if you have a tough day, remember tomorrow is a new day to start over.
Get in touch with Stephanie M. Sherman today.
Fill out the form below to get in direct contact with Stephanie M. Sherman and start your personalized consultation journey.
